fINANCIAL sERVICES AND iNSURANCE
Customer leadership recruitment for Financial Services and Insurance

Customer leadership in financial services and insurance sits under close watch. Consumer Duty, conduct rules and the cost of getting outcomes wrong have moved customer thinking firmly into the boardroom. We find leaders who can raise service and defend fair customer outcomes at the same time.
We place the customer leaders who improve the everyday lives of their customers.
Types of roles we recruit for within Financial Services and Insurance
Head of Customer Experience
Head of Customer Service
Head of Complaints and Redress
Head of Vulnerable Customers
Consumer Duty and Customer Outcomes Lead
Head of Customer Operations
Claims Customer Experience Lead
Customer Insight and Data
Customer Experience Director
Chief Customer Officer
Customer Leadership (Board Level)
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FAQs
How do you hire a customer leader under Consumer Duty?
We look for evidence that a candidate can define fair value, monitor outcomes and act on them. We brief the role against your Consumer Duty obligations and test for real examples before you meet anyone.
What does a Head of Customer Outcomes do in financial services?
They translate Consumer Duty into everyday practice: fair value assessments, outcome monitoring, and fixing where customers are underserved. The role sits close to conduct, complaints and product, and increasingly reports at board level.
Which customer roles are hardest to fill in insurance?
Claims customer experience and vulnerable customer leadership are the tightest, because they need service skill, regulatory understanding and resilience under pressure. Complaints and redress leaders are close behind.
Do you recruit customer leaders for building societies and challenger banks?
Yes. We work across building societies, challenger banks, insurers, brokers and established institutions. Scale changes the breadth of the role and the size of the team, and we brief each search to match.
How is customer leadership in financial services different from other sectors?
Regulation shapes everything. An FS customer leader has to raise service while holding conduct, complaints and fair outcomes to FCA expectations, so we recruit for that balance rather than service alone.
How long does it take to recruit a senior customer role in financial services?
It depends on seniority and the conduct requirements attached to the role. Regulated appointments take longer to reference and approve, so we agree a realistic timeline at the start and keep the search tightly focused.
Don’t see your sector?
We work wherever customer leadership shapes the result. Tell us the result you need.





